Nonprofit · EIN 26-0138249
THE SYMPHONY FUND
Tax-exempt · DENVER, CO 80204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,146,431 | $3,800,592 | $345,839 | $98,003,542 | $0 | $98,003,542 |
| June 30, 2024 | 990 | $2,126,668 | $2,134,745 | -$8,077 | $88,769,781 | $0 | $88,769,781 |
| June 30, 2023 | 990 | $2,013,881 | $3,800,349 | -$1,786,468 | $80,382,018 | $0 | $80,382,018 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,002,976
- Program service revenue
- $0
- Investment income
- $3,143,455
- Net gain from sales of assets
- $1,065,446
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,707,851
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,707,851
- Management and general (functional)
- $92,741
Balance sheet and other
- Total assets, start of year
- $88,769,781
- Total assets, end of year
- $98,003,542
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,003,542
- Publicly traded securities
- $97,312,383
- Net assets without donor restrictions
- $600
- Net assets with donor restrictions
- $98,002,942
- Gross receipts
- $56,221,407
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2006
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BRETT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NORMAN WILSON | TREASURER Trustee or director, Officer | 1 | $0 |
| KIP WALLEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES BUTLER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM WALLACE | TRUSTEE Trustee or director | 1 | $0 |
| MALIK ROBINSON | TRUSTEE (AS OF JAN. '25) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BRETT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NORMAN WILSON | TREASURER Trustee or director, Officer | 1 | $0 |
| KIP WALLEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAMES BUTLER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM WALLACE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JEROME KERN | TRUSTEE (THROUGH AUG. '22) Trustee or director | 1 | $0 | $375,000 |
| STEVE BRETT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| NORMAN WILSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KIP WALLEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUZANNE RYAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES BUTLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1245 CHAMPA ST, DENVER, CO 80204-2154
- Principal officer (990 for 2024)
- STEVE BRETT, 1245 CHAMPA ST, DENVER, CO 80204
- Signed the 990
- NORMAN WILSON, TREASURER
- Phone
- (303) 623-7876
- Return prepared by
- EIDE BAILLY LLP
Mission
COLORADO SYMPHONY FUND'S PRIMARY PURPOSE IS TO SUPPORT THE COLORADO SYMPHONY ASSOCIATION ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS.
Program accomplishments
- THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE, HOLD, AND ADMINISTER FUNDS FOR A PERMANENT ENDOWMENT FOR THE LONG-TERM OPERATING NEEDS OF THE COLORADO SYMPHONY ASSOCIATION, A RELATED ORGANIZATION ENGAGED IN THE PERFORMANCE OF SYMPHONIC CONCERTS IN THE DENVER METROPOLITAN AND SURROUNDING TRI-STATE AREAS.Expenses $3,707,851 · grants $3,707,851
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-0138249
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A69)
- Assets (IRS master file)
- $98,003,542
- Income (IRS master file)
- $56,221,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,146,431 | $3,800,592 | $98,003,542 | XML |
| 990 | June 2024 | $2,126,668 | $2,134,745 | $88,769,781 | XML |
| 990 | June 2023 | $2,013,881 | $3,800,349 | $80,382,018 | XML |
| 990 | June 2022 | $4,099,144 | $1,237,517 | $76,088,728 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0138249).
Questions about THE SYMPHONY FUND
- What is the EIN of THE SYMPHONY FUND?
- The employer identification number (EIN) of THE SYMPHONY FUND is 26-0138249.
- Is THE SYMPHONY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE SYMPHONY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SYMPHONY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SYMPHONY FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SYMPHONY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE SYMPHONY FUND?
- The 990 for the year ended June 30, 2025 names STEVE BRETT.
- Who are the officers and directors of THE SYMPHONY FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE SYMPHONY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,146,431, expenses of $3,800,592 and total assets of $98,003,542 at year end.
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- DENVER ART MUSEUM FOUNDATION EIN 74-2496760 · last filed 990 for 2025
- ROCKY MOUNTAIN PUBLIC MEDIA INC EIN 84-0510785 · last filed 990 for 2025
- CREATIVE WEST EIN 23-7255426 · last filed 990 for 2025
- COLORADO SYMPHONY ASSOCIATION EIN 84-0511458 · last filed 990 for 2025
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All nonprofits in DENVER · Colorado · Arts, culture and humanities